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Showing 911 - 920 of 1362 results for "Balanced"

Aurora targets retail investors with liquid hedge fund

MARK SMITH | MONDAY, 22 APR 2013

... options," he explained. "Our models also show that as you add exposure to the Aurora Horizons strategy in a typical 60:40 balanced fund, return increases and volatility decreases." The Horizons strategy has 10 managers on its approved list and currently ...

Commonwealth Financial Planning restructures adviser remuneration

LAURA MILLAN | THURSDAY, 18 APR 2013

... executive Mark Rantall said. "Clearly all firms need to be Future of Financial Advice (FoFA) compliant by 1 July and a balanced scorecard approach, which focuses on service and customer outcomes, is definitely supported by the FPA," Rantall said. "All ...

SelfWealth announces tie up with iShares

MARK SMITH | THURSDAY, 18 APR 2013

... portfolios, which can be viewed and followed by SelfWealth subscribers, include Australian Equity Income; Multi-Asset Balanced Diversified; and an International Equities portfolio.

Windham looks to bring systemic risk strategy to Aussie investors

MARK SMITH | WEDNESDAY, 17 APR 2013

... (FSB), aims to flatten a portfolio's volatility profile by adjusting to the ever-changing risk profile of the market. "Balanced funds typically have around 12% volatility but the risk profile changes dramatically over short periods," Lucas Turton,Windham ...

Super funds at a 34-month high

STAFF WRITER | WEDNESDAY, 3 APR 2013

... 16.2%, AMG Corporate Super with 15.5%, Rio Tinto with 15.2% and UniSuper with 14.9%. The top five Personal super funds (by balanced options) over the 12 months were OneAnswer with 19.7%, Mercer with 17.1%, AMG Personal Super with 16.7%, IOOF Portfolio ...

PASF receives MySuper approval

LAURA MILLAN | MONDAY, 18 MAR 2013

... chosen to offer its Growth investment option under MySuper compliance. This contrasts with other funds that turn their balanced options into MySuper. "Our MySuper offering will be similar to our current default offer, Growth investment option, which ...

The year of balanced funds and fixed income: report

LAURA MILLAN | TUESDAY, 12 MAR 2013

Multi sector or balanced funds took in the largest net inflows of Australian discrete asset classes in 2012, according to Morningstar's inaugural Annual Global Flows Report. The research found that multi sector funds inflows reached $6.46 billion and ...

Media Super gets MySuper approval

ALEX DUNNIN | WEDNESDAY, 6 MAR 2013

... Super has received authorisation to offer a MySuper product" he said. "Media Super's existing default investment, the Balanced option, already contains many of the low cost attributes required of MySuper and as such we submitted that option as our MySuper ...

Media Super to add corporate funds

LAURA MILLAN | WEDNESDAY, 6 MAR 2013

... MySuper authorisation from the Australian Prudential Regulation Authority (APRA). The fund announced that all existing balanced option accounts will be transferred to the MySuper product in July. "Our main challenge is the pressure on the new standards ...

Funds delivering 12.5% for past 12 months

ALEX DUNNIN | FRIDAY, 1 MAR 2013

... AMG Corporate Super with 13.2%, REST with 14.9% and Rio Tinto Super with 14.8%. The top five Personal super funds (by balanced options) over the 12 months were AMG Personal Super with 16.4%, OneAnswer with 16.0%, IOOF Portfolio Service with 15.6%, Mercer ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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